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Evensky & Katz, LLC

● SEC registered since 2001CRD 109698SEC# 801-60104Coral Gables, FL
Export (members)
Reg. AUM
$3.13B
Employees
38
Accounts
5,522
Location
Coral Gables, FL

Evensky & Katz, LLC assets under management

Evensky & Katz, LLC operates as an SEC-registered investment adviser based in Coral Gables, FL. The firm has been registered since 2001. It reports $3.1 billion in regulatory assets under management and employs 38 people.
www.evensky.comView on SEC.gov ↗

Evensky & Katz, LLC owners & executives

9 reported
NameTitleOwnershipSince
Brett David Horowitz ControlWealth Manager10-25%2014
David Lee Garcia ControlManagement Committee Member5-10%2014
David Samuel Evensky ControlManagement Committee Member10-25%2014
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Frequently asked questions

How much does Evensky & Katz, LLC manage?

Evensky & Katz, LLC reports $3.1 billion in regulatory assets under management on its Form ADV.

How many employees does Evensky & Katz, LLC have?

Evensky & Katz, LLC reports 38 employees.

Where is Evensky & Katz, LLC located?

Evensky & Katz, LLC is based in Coral Gables, FL and has been SEC-registered since 2001.

Does Evensky & Katz, LLC disclose fund performance?

Evensky & Katz, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4000 Ponce de Leon Boulevard, Suite 850, Coral Gables, FL 33146
Phone305-448-8882
Fax305-448-1326
Office hours9:00a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK1357867
Discloses disciplinary historyYes

Assets under management

Discretionary$3.13B
Non-discretionary$0
Total (RAUM)$3.13B